Kevin Petersen is a Series 66-licensed financial advisor with Morgan Stanley in Torrance, CA, and has six years of industry experience. He previously worked at Edward Jones and has held various roles outside the financial sector, including positions in the hospitality industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Gabriel Jimenez is a Series 66-licensed financial advisor with 17 years of industry experience, currently with J.P. Morgan Securities. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously held roles at Bank of America and Merrill in 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its network of Wealth Advisors. The firm combines institutional advisory services with affiliated brokerage and investment management capabilities.

Claudia Ramirez is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 18 years of industry experience. She previously worked at Rockefeller Financial LLC and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning, portfolio management, and capital markets services supported by proprietary research and model-based asset allocations.

Jeanelle Medina is a CFP® and holds a Series 66 license. She has been with Charles Schwab since 2022 and has three years of industry experience. Prior to joining Schwab, she worked at Portfolio Insider and Instacart. Outside of her advisory role, she runs training camps for youth through the Los Angeles Dodgers Training Academy. Charles Schwab primarily serves high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering integrated brokerage, custody, and advisory services with a combination of non-discretionary and discretionary investment options.

Laura Martin is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley and its predecessor Morgan Stanley Smith Barney LLC since 2010, with a two-year tenure at RBC Capital Markets from 2017 to 2019. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct financial planning services and plans through Corporate Financial Planning agreements.

David Rosson is a Series 66-licensed financial advisor with Merrill, based in Long Beach, CA. He has experience in the financial industry since 2017, having worked at institutions including US Bank, Nuvision Credit Union, Wells Fargo, and Bank of America. Outside of finance, he is involved with Passion For The Pie, a venture that he has been part of since 2023. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm is integrated with Bank of America’s broader platform, enabling access to a wide set of products and services.

Kimberly Jones is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior work includes roles at Astravia Family Wealth Office LLC, Wells Fargo Bank, and a long tenure at HomeMaker. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, using research and analytics from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Connor Whalen is a financial advisor with UBS Financial Services in El Segundo, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at Tesla, F45 Training, and Adidas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and offers services including financial planning, portfolio management, and capital markets activities.

Mia Celest Miranda is a Series 66-credentialed financial advisor with Morgan Stanley, based in Long Beach, CA. She has two years of industry experience and has been with Morgan Stanley since 2023, including a role at Morgan Stanley Private Bank, N.A. since 2025. Prior to her financial services career, she held various positions including roles in education and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs with a focus on tailored financial planning and manages approximately $2.74 trillion in client assets.

Gabriel Vasquez is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has worked at various Cetera entities since 2019, with prior experience at LPL Financial and SAFE Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Robert Weiss is a financial advisor with LPL Financial based in Signal Hill, CA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutional entities. The firm offers diverse advisory programs and financial planning services supported by in-house and third-party research and utilizes both discretionary and non-discretionary management approaches.

Kyoko Narino is a financial advisor with Primerica Advisors in Torrance, CA, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. She has been with Primerica since 2002 and also works seasonally as a tax advisor for H&R Block. Additionally, she is involved in sales of home security and automation products through part-time referrals with Primerica-affiliated companies. Primerica Advisors is a large firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by third-party asset managers.

Jeffrey Park is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He holds a Series 63 license and is based in Long Beach, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Yechiel Goldberg is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds the Series 66 designation and has been associated with Mass Mutual and its affiliates since 2009. In addition to his advisory role, he operates as an expert witness and offers college consulting services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning relationships and offers various programs including educational seminars and a standalone Divorce Planning service.

Clarissa Pesqueira is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has worked at various Cetera entities since 2018 and was previously with National Planning Corporation for two years. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of program options and third-party managers.

Sandy Devich is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, she is involved in rental property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services.

Jason Murai is a CFP® professional with 14 years of experience in the financial services industry. He has been with Ameriprise since 2011, currently serving as a financial advisor in El Segundo, CA. Outside of his advisory role, he is the owner and attorney at the Law Offices of Jason Murai. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Benjamin Norrie serves as the Resident Director at Merrill's Manhattan Beach office and leads The Lotus Group. As a CERTIFIED FINANCIAL PLANNER (CFP) professional and Personal Investment Advisor (PIA), he works with individuals and families to create clarity and confidence in their full financial picture. His approach emphasizes steady, personal guidance grounded in long-term thinking, focusing on helping clients build and preserve wealth to support their life goals. Benjamin specializes in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, tax minimization, and retirement income. He engages with clients navigating transitions or seeking a more thoughtful relationship with their finances. He holds a Bachelor's degree from Purdue University and participates in community involvement through organizations such as Covenant House of California. Outside of his professional role, Benjamin enjoys biking, boating, cooking, hiking, traveling, and spending time with his family.

Carissa Main is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank for a combined ten years before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of investment advisory and plan benchmarking services. The firm’s approach is IPS-driven, grounded in modern portfolio theory, and includes discretionary options and a broader set of financial product offerings than typical for large institutional advisers.

Isaac Kim is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley and several financial services companies. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.